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Gerber Kawasaki Wealth & Investment Management: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gerber Kawasaki Wealth & Investment Management on AGG, newest first. How the timeline and the estimate are built.

Gerber Kawasaki Wealth & Investment Management held 1,395,122 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,395,122 shares
    Change vs previous 13F +149,859 shares

    3.69% of the 13F portfolio, value $138,089,090.

    13F-HR 0001666736-26-000007 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,245,263 shares
    Change vs previous 13F +171,680 shares

    3.94% of the 13F portfolio, value $123,816,234.

    13F-HR 0001666736-26-000005 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,073,583 shares
    Change vs previous 13F +83,820 shares

    3.74% of the 13F portfolio, value $107,229,326.

    13F-HR 0001666736-26-000003 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 989,763 shares
    Change vs previous 13F +139,045 shares

    3.41% of the 13F portfolio, value $99,223,682.

    13F-HR 0001666736-25-000014 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 850,718 shares
    Change vs previous 13F +3,438 shares

    3.26% of the 13F portfolio, value $84,390,995.

    13F-HR 0001666736-25-000008 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 847,280 shares
    Change vs previous 13F +81,359 shares

    3.77% of the 13F portfolio, value $83,812,783.

    13F-HR 0001666736-25-000006 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 765,921 shares
    Change vs previous 13F +40,228 shares

    3.23% of the 13F portfolio, value $74,217,568.

    13F-HR 0001666736-25-000004 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 725,693 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $73,490,807.

    13F-HR 0001666736-24-000012 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).